Contents

Title and Copyright Information

Preface

1 About This Guide

2 Signing In and Getting Ready

3 Setup Task Overview

4 Setting Up User Account Preferences

5 Creating Setup Users

6 Setting Up the Accounting Calendar and Corporate Currency

7 Setting Up Geography Data

8 Configuring Search

9 Getting Ready to Create Sales Users

10 Creating Sales Users in the UI

11 Importing Users from a File

12 Creating Your Sales Catalog

13 Importing Accounts and Contacts

14 Configuring Opportunity Behavior

15 Setting Up Competitors

16 Setting Up Oracle Social Network

17 Setting Up Sales Territories and Assignment

18 Setting Up Sales Quotas

19 Setting Up Forecasting

20 Setting Up Sales Campaigns

21 Getting Started with Sales Prediction

22 Setting Up Microsoft Outlook

23 Setting Up Mobile Applications

Glossary